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Administrator Guide
Last Updated: 2023-06-23
FAQ: Membership Rules

FAQ: Membership Rules

Why does the Member count display zero?
The Member count displays zero when no workers meet the membership rule criteria as of the effective date when you select
Reorganization
Assign Workers
 to assign the rule to the organization.
Do workers need to meet all selection criteria in a membership rule to be a member?
Workers are members when they meet these conditions:
  • You include them in an organization listed in the
    Includes Organizations
     prompt, or in any subordinate organizations when you select
    Include Subordinate Organizations in Rule
    .
  • When
    Organization Subtype
     has 1 or more values, the organizations match 1 of the subtype values.
  • Role assignees in the organizations are members of the included organizations when you select a value for
    Include Organization Roles
    .
  • The worker's primary position matches at least 1 value in the
    Job Families
    ,
    Job Profiles
    , or
    Management Level
     prompts.
  • When
    Location
     has a value, the worker's primary position is included.
Example: When you add
Job Families
 and
Management Levels
 to a rule, Workday assigns workers as members when they meet either criteria. When you select a
Locations
, the worker must meet at least 1 location criteria and 1 of the
Job Families
 or
Management Levels
 criteria.
How do I assign members to a custom organization using a rule that I just created?
To use membership rules to assign members to a custom organization,
  1. View the
    Maintain Organization Types
     report for your custom organization and ensure that you meet these conditions:
    • Allow Reorganization Tasks
       is true.
    • Position assignment Unique
       is false.
  2. From the related actions menu for the custom organization, select
    Reorganization
    Assign Workers
     to assign members using your new rule. Alternatively, you can:
    • Explicitly assign members using your new rule, by selecting
      Reorganization
      Assign Members Using Rule
      .
    • Select specific workers, by selecting
      Reorganization
      Assign Workers
       and then select the individual workers.
What results should I expect if I have a membership rule that includes both an organization role and an organization (with or without subordinates)?
When you configure membership rules with selections for both the
Includes Organizations
 and
Includes Organization Roles
 prompts, your results include all workers in the selected organizations and all workers that are assigned to the selected roles for the selected organizations.
How do I manage membership rules when my organization has a large number of workers?
When you need to include more than 10,000 positions, configure 2 or more membership rules.
When a custom organization has more than 50,000 workers, the member count on the Members grid displays a message telling you to use the
View Organization Members
 report (secured to the
Worker Data: All Positions
 domain) to view custom organizations with more than 50,000 workers that don't have hierarchies enabled. Depending on your domain security configuration, the member count for the
View Organization Members
 report might differ from the
Organization
View Members As Of
 related action.